Reporting
- Robert Alexander Marshall
Document Report
A document report for the workflow approvals activities in the space can be accessed by choosing Document Report in the left-hand sidebar navigation.
The Document Report provides an overview of all documents with an applied workflow in the space. It includes filters to display documents based on one or more of the three workflow approval states.
The My Assigned Approvals filter option displays documents with a pending approval where the current user is assigned as a reviewer. This helps users quickly identify and manage their assigned approval tasks
Document Activity
The document activity report listing approval document activity for a page is accessed using the page tools menu.
workflow document activity (workflow events and activities) on the individual page is displayed chronologically in the report
page updates that occur when a page has an applied workflow are added as update events to the report
An update event - the Updated Content Action - displays the user who updated the page and the approval workflow state when the update action occurred. A state change actioned by the app user occurs immediately after the updated event.
The report is also accessed
from the Document Activity Report link in the approval workflow popup in the Approved state.
as a custom contents file attachment for the page
The report is only available if a workflow is applied to the page or blog post.
Custom Contents
Document Activity can also be viewed in the Custom Content by
choosing the page tools menu Attachments option for the document
choosing Custom Contents
choose the added Document Report tab
When a workflow is removed, but document activity is retained
Document Activity is available in the Custom Contents tab
However, no document activity option is displayed in the page tools menu.
If the document activity is not retained when the workflow is removed
no entry is listed in Custom Contents.
If the page is copied
the Document Activity is copied with the page and listed in the Custom Contents tab
A user with edit or admin permission can clear the approval history for the page by deleting the Document Activity in this tab.
A space admin can use the Clear Document Activity option in the space settings document approval dashboard to remove document activity for pages and blog posts in the space.
Document state macro
Add the document state page macro to display one or both of
the approval workflow state
the date of the change to the state
The document state macro is compatible with the Confluence macros
page properties macro
page properties report macro
Document approvals macro
Add the document approvals page macro to display the approval information for a workflow approval state.
The document approvals macro is compatible with the Confluence page properties macro and page properties report macro.
Document activity macro
Add the document activity page macro to display dynamic information for the document activity for the workflow on a page.
The macro can be configured to display one or more of the following for each document activity entry
user
workflow action
workflow state
any comment added for the document activity
date
version
The document activity macro is compatible with the Confluence macros
page properties macro
page properties report macro
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